First Foundation Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $370M | Sell |
999,186
-425
| -0% | -$178K | 14.89% | 1 |
|
|
2025
Q4 | $483M | Sell |
999,611
-2,816
| -0.3% | -$1.41M | 18.22% | 1 |
|
|
2025
Q3 | $519M | Sell |
1,002,427
-20,504
| -2% | -$10.5M | 19.19% | 1 |
|
|
2025
Q2 | $509M | Sell |
1,022,931
-5,902
| -0.6% | -$2.56M | 18.85% | 1 |
|
|
2025
Q1 | $386M | Sell |
1,028,833
-13,724
| -1% | -$5.6M | 15.72% | 1 |
|
|
2024
Q4 | $439M | Sell |
1,042,557
-5,461
| -0.5% | -$2.33M | 16.53% | 1 |
|
|
2024
Q3 | $451M | Sell |
1,048,018
-14,363
| -1% | -$6.14M | 16.99% | 1 |
|
|
2024
Q2 | $475M | Sell |
1,062,381
-3,934
| -0.4% | -$1.66M | 18.15% | 1 |
|
|
2024
Q1 | $449M | Sell |
1,066,315
-12,562
| -1% | -$5.09M | 17.95% | 1 |
|
|
2023
Q4 | $406M | Sell |
1,078,877
-78,203
| -7% | -$27.8M | 18.49% | 1 |
|
|
2023
Q3 | $365M | Sell |
1,157,080
-12,427
| -1% | -$4.11M | 17.07% | 1 |
|
|
2023
Q2 | $398M | Sell |
1,169,507
-51,841
| -4% | -$16.2M | 17.21% | 1 |
|
|
2023
Q1 | $352M | Sell |
1,221,348
-7,436
| -0.6% | -$1.9M | 16.19% | 1 |
|
|
2022
Q4 | $295M | Sell |
1,228,784
-9,170
| -0.7% | -$2.2M | 14.11% | 1 |
|
|
2022
Q3 | $288M | Sell |
1,237,954
-10,353
| -0.8% | -$2.73M | 14.12% | 1 |
|
|
2022
Q2 | $321M | Sell |
1,248,307
-28,335
| -2% | -$7.69M | 14.16% | 1 |
|
|
2022
Q1 | $394M | Sell |
1,276,642
-6,455
| -0.5% | -$1.94M | 14.21% | 1 |
|
|
2021
Q4 | $432M | Buy |
1,283,097
+491
| +0% | +$159K | 14.83% | 1 |
|
|
2021
Q3 | $362M | Sell |
1,282,606
-28
| -0% | -$8.15K | 13.5% | 1 |
|
|
2021
Q2 | $347M | Buy |
1,282,634
+4,830
| +0.4% | +$1.23M | 13.38% | 1 |
|
|
2021
Q1 | $301M | Sell |
1,277,804
-2,561
| -0.2% | -$594K | 12.92% | 1 |
|
|
2020
Q4 | $285M | Buy |
1,280,365
+9,052
| +0.7% | +$1.95M | 12.63% | 1 |
|
|
2020
Q3 | $267M | Sell |
1,271,313
-7,050
| -0.6% | -$1.48M | 12.41% | 1 |
|
|
2020
Q2 | $260M | Sell |
1,278,363
-4,314
| -0.3% | -$783K | 13.41% | 1 |
|
|
2020
Q1 | $202M | Buy |
1,282,677
+17,565
| +1% | +$2.89M | 12.4% | 1 |
|
|
2019
Q4 | $200M | Buy |
1,265,112
+9,034
| +0.7% | +$1.33M | 9.87% | 1 |
|
|
2019
Q3 | $175M | Buy |
1,256,078
+16,112
| +1% | +$2.22M | 9.32% | 1 |
|
|
2019
Q2 | $166M | Buy |
1,239,966
+10,133
| +0.8% | +$1.29M | 9.3% | 1 |
|
|
2019
Q1 | $145M | Sell |
1,229,833
-2,943
| -0.2% | -$321K | 8.6% | 1 |
|
|
2018
Q4 | $125M | Sell |
1,232,776
-3,501
| -0.3% | -$375K | 7.9% | 1 |
|
|
2018
Q3 | $141M | Sell |
1,236,277
-6,105
| -0.5% | -$662K | 7.83% | 1 |
|
|
2018
Q2 | $123M | Sell |
1,242,382
-48,712
| -4% | -$4.72M | 7.2% | 1 |
|
|
2018
Q1 | $118M | Sell |
1,291,094
-6,013
| -0.5% | -$550K | 6.57% | 1 |
|
|
2017
Q4 | $111M | Buy |
1,297,107
+1,710
| +0.1% | +$140K | 5.99% | 2 |
|
|
2017
Q3 | $96.5M | Buy |
1,295,397
+8,789
| +0.7% | +$642K | 5.48% | 2 |
|
|
2017
Q2 | $88.7M | Buy |
1,286,608
+3,044
| +0.2% | +$209K | 5.22% | 1 |
|
|
2017
Q1 | $84.5M | Sell |
1,283,564
-70,503
| -5% | -$4.52M | 5.23% | 1 |
|
|
2016
Q4 | $84.1M | Buy |
1,354,067
+3,435
| +0.3% | +$207K | 5.51% | 1 |
|
|
2016
Q3 | $77.8M | Sell |
1,350,632
-116,399
| -8% | -$6.57M | 5.38% | 1 |
|
|
2016
Q2 | $75.1M | Sell |
1,467,031
-318,147
| -18% | -$16.5M | 5.39% | 1 |
|
|
2016
Q1 | $98.6M | Sell |
1,785,178
-4,444
| -0.2% | -$233K | 7.16% | 1 |
|
|
2015
Q4 | $99.3M | Buy |
1,789,622
+67,191
| +4% | +$3.54M | 6.79% | 1 |
|
|
2015
Q3 | $76.2M | Sell |
1,722,431
-6,575
| -0.4% | -$295K | 6.26% | 1 |
|
|
2015
Q2 | $76.3M | Buy |
1,729,006
+3,730
| +0.2% | +$170K | 6.07% | 1 |
|
|
2015
Q1 | $70.1M | Buy |
1,725,276
+32,833
| +2% | +$1.43M | 5.87% | 2 |
|
|
2014
Q4 | $78.6M | Buy |
1,692,443
+624
| +0% | +$29.3K | 6.93% | 1 |
|
|
2014
Q3 | $78.4M | Buy |
1,691,819
+654,287
| +63% | +$29.2M | 7.81% | 2 |
|
|
2014
Q2 | $43.3M | Sell |
1,037,532
-100,260
| -9% | -$4.06M | 4.72% | 2 |
|
|
2014
Q1 | $46.6M | Buy |
1,137,792
+443,733
| +64% | +$16.7M | 5.78% | 2 |
|
|
2013
Q4 | $26M | Buy |
694,059
+146,546
| +27% | +$5.32M | 3.49% | 4 |
|
|
2013
Q3 | $18.2M | Buy |
547,513
+26,686
| +5% | +$878K | 2.83% | 11 |
|
|
2013
Q2 | $18M | Buy |
+520,827
| New | +$17.1M | 3.52% | 7 |
|
Other funds holding MSFT
VCM
VPM
First Foundation Advisors's MSFT Position: Q1 2026 in Review
First Foundation Advisors reduced its Microsoft (MSFT) stake by 0.04% in Q1 2026, selling an estimated $178K and leaving 999,186 shares worth $370M. The position accounts for 14.89% of the portfolio, ranked #1.
First Foundation Advisors first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $519M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- First Foundation Advisors held 999,186 shares of Microsoft worth $370M as of Q1 2026.
- First Foundation Advisors sold 425 Microsoft shares in Q1 2026, an estimated $178K.
- Microsoft made up 14.89% of First Foundation Advisors's portfolio in Q1 2026, its #1 holding.
- First Foundation Advisors first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
- First Foundation Advisors's Microsoft position peaked at $519M in Q3 2025.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.